ai data centers in space
china buying H200s
tsmc capacity at breaking point
nvidia supply sold out
elon building his own fab
42MW supersonic gas turbine data centers
$52B tpus bought by anthropic
claude, , chatgpt users and usage record highs
HBM prices sky-rocketing
nvidia rubin vs. google tpu v8
we are very much in the industrialization era of AI.

check out the full episode @LimitlessFT here:

everyone thinks anthropics super power is coding but that misses the point completely
it's what you can do WITH their coding models
the entire concept of apps, websites, browsing etc dies in a world where ai can code up a personalized UI in milliseconds.
you won't "browse for shoes", an ai will research, generate pictures, you tap one and its bought.
you won't "build a product" the ai will compile your product strategy conversations across email, docs, slack and code you up a prototype in seconds.
real-time, ephemeral AI.
thats why nvidia and microsoft are investing $15B. thats why amazon an

so we have openai, anthropic and now spacex ipo-ing next year.
if rumors are true thats a collective $3.5 trillion added to the markets.

updated observations / thoughts on ai:
1. the best models are now multimodal
isn’t just a good llm. it can chew up images, words, videos, hyperlinks and gifs in a single prompt and spit out new ones as its answer - this is a much more interactive way to engage with ai and will end up being the best user experience going into 2026. chatgpt also does a great job of this.
2. ai trading models are coming
season 1.5 of the nof1 competition just ended and a mystery version of grok (grok 4.20) returned 12% on $40K in just 2 weeks by trading stocks. GPT, deepseek, also did well showing the improvem

world models (ai-generated world simulators) going mainstream will be hugely advantageous to autonomous agent development and robotics.
ai agents can simulate millions of different realities for a scenario, stress-test each one, and pick the best one.
a massive obstacle to training robot models right now is lack of relevant visual data to train them. world models solve this with synthetically generated simulations.
tesla is already doing this with every car thats involved in an accident. their world model runs 1000s of simulated versions of the real incident until the car is impervious to all

we're in the middle of a dual-phase "industrial restructuring" era where traditional finance systems are being uprooted and replaced by cheaper, globally accessible crypto rails which can tokenize any asset
and at the same time ai is restructuring the internet on a bedrock of gpus which moves us from static web app experiences to fluid, ai-generated ones.
we're in the "build the factories" chapter which involves data centers, robots and blockchains.

the obvious multi-year bet is ai.
the less obvious, multi-decade bet is robotics.
starts with manufacturing, industrial automation before consumer humanoid robots.
more convinced of this than ever.

man anthropic really locked tf in this year, i originally dismissed them as a "buttoned up, teachers pet" company but i was dead wrong
they've gone from $1B ARR to $10B in 10 months. insane.
they've dominated enterprise ai, wiping the floor clean with openai
#1 coding model beating google's tpu-advantaged 3 which means they've discovered a novel way to make frontier coding ai - a HUGE advantage
and now they're planning to IPO next year with a projected $70B revenue year in 2028 which will make them the first profitable major ai lab
beasts

amazon revealed their secret to winning the ai race today
they're not trying to be the worlds best consumer or enterprise ai company, they're trying to be the world's best "operations" ai company, a trillion dollar market
new tranium 3 ai chip isn't the sexiest chip with all the fancy designs BUT its the cheapest and best performance per watt for 80% of ai builders.
the 3 "frontier agents" they launched today will fix OPERATIONAL burdens using AWS (one agent acts as a security engineer, another does devops improving reliability)
this is all BORING UNSEXY stuff that collectively are worth hund

google can keep burning cash longer than openai can stay ad-free
at some point sam’s gonna turn on ads, chatgpt will become materially worse to use = more users churn to .
i do think chatgpt is still the better experience when it comes to personal entertainment / leisure though and i don’t see that changing anytime soon
people are addicted to gpt, they talk to it everyday, they ascribe human names to it - they connect with it, that is a very sticky moat and advertisers will LOVE that.
google for productivity
chatgpt for lifestyle.

really feels like the pendulums finally swinging back against the doomers
people are just starting to believe we might not be in an ai capex bubble, rather the opposite - that the u.s. needs to invest in energy, compute and infrastructure more than ever, especially with china as a looming threat
google’s multibillion dollar deals with meta & nato, nvidia rubin rumours, usage going parabolic, anthropic claude opus breaking coding frontiers…
the market isn’t nearly as levered as you’d expect by this point and that’s because spending has largely been made by cash flow rich mag 7.

a very hardware-heavy week in AI, here's the highlights
google encroaches on nvidia's territory with 2 multi-billion dollar TPU deals
news broke that google's selling $10Bs of their latest in-house tpus to Meta and NATO posing direct competition to nvidia gpus
this makes most sense for meta who could save between 30-50% on ai capex spend. also googles tpus specialize in recommender systems which is basically meta's ad system. marriage made in heaven?
google's head of ai infra went on record saying they need to double compute every 6 months just to keep up with demand...
if we factor in the 1M

google are now leaders in
- multimodal ai
- ai infrastructure (tpus)
- video models and image gen
- science ai (alpha fold)
- quantum computing
- recommendation systems (ads)
- search
- mobile operating system (android)
- comms (gmail)
- productivity (gsuite)
pretty much everything you touch online now is being shaped by these guys.

went to thanksgiving this week and can't stop thinking about the 19 year old cousin who said all her guy friends gamble regularly now
"at least 2-5 times a week they're placing bets"
"couple of them buy these things called memecoins"
pandora's box has been opened whether we like it or not.

am i the only one that thinks amazon’s undervalued here?
stock is barely beating inflation this year yet AWS growth up 20% in Q3, tranium ai chips are bought out, $100b+ being spent on ai capex and their automation strategy (replacement with ai and robots) is well underway
public opinion too negative imo and misses the fact they’ll play a huge role in robotics (esp in manufacturing automation)
they’re the embodied, physical AI play